MFS Meridian Funds - U.S. Concentrated Growth Fund I1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 16.86 | 7.47 | 35.91 | 15.85 | 23.73 | -9.05 | 14.84 | 7.88 |
+/- Category | 0.93 | 5.13 | 8.68 | -15.30 | 1.81 | 12.47 | -11.85 | -3.85 |
+/- Category Index | 1.22 | 3.12 | 6.58 | -16.06 | -3.62 | 14.22 | -17.19 | -4.75 |
% Rank in Category | 45 | 15 | 1 | 85 | 55 | 5 | 85 | 89 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | -0.26 | 0.38 |
1 Week | 1.77 | 1.60 | 1.80 |
1 Month | -1.57 | 1.60 | 1.63 |
3 Months | 5.90 | -0.12 | -0.08 |
6 Months | 14.53 | -5.30 | -4.95 |
YTD | 6.39 | -2.21 | -3.42 |
1 Year | 18.96 | -9.64 | -13.47 |
3 Years Annualised | 8.14 | 2.01 | -1.44 |
5 Years Annualised | 12.34 | -0.29 | -3.11 |
10 Years Annualised | 15.54 | 0.02 | -1.63 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.88 | - | - | - |
2023 | 3.56 | 4.27 | -0.30 | 6.67 |
2022 | -4.71 | -5.93 | -0.34 | 1.80 |
2021 | 2.86 | 7.85 | 3.09 | 8.18 |
2020 | -12.12 | 19.67 | 5.34 | 4.57 |
2019 | 15.06 | 9.15 | 7.21 | 0.95 |
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